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FSC Wealth Advisors 13F Portfolio

Portfolio Manager
Fsc Wealth Advisors LLC
Performance
+21.54% (2026 Q3)
AUM (13F)
$623.89K
# of Holdings
1
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q3 2026

Fsc Wealth Advisors LLC Holdings Map

Top 1 Fsc Wealth Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PDBC
INVESCO ACTVELY MNGD ETC FD
100%32.3K$624K
+0.00%(+0)
2025-Q3: 144.6K shares2025-Q4: 10.3K shares2026-Q1: 36.2K shares2026-Q2: 32.3K shares2026-Q3: 32.3K shares
$14.74(+36.19%)
2026-09-30

About Fsc Wealth Advisors LLC’s portfolio

Fsc Wealth Advisors LLC reports $623.89K in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is PDBC (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +62.88% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

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Source filings

Holdings on this page are parsed from Fsc Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1925685). View Fsc Wealth Advisors LLC’s 13F filings on SEC

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